PWA
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Phoenix Wealth Advisors’s Global X Cybersecurity ETF BUG Stock Holding History

Phoenix Wealth Advisors’s Portfolio BUG Stock Details BUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$758K Sell
30,172
-878
-3% -$24.1K 0.3% 64
2025
Q4 		$946K Sell
31,050
-25
-0.1% -$827 0.36% 57
2025
Q3 		$1.09M Buy
31,075
+172
+0.6% +$5.96K 0.42% 50
2025
Q2 		$1.15M Sell
30,903
-303
-1% -$10.4K 0.48% 49
2025
Q1 		$1.01M Buy
31,206
+6,135
+24% +$207K 0.44% 49
2024
Q4 		$805K Sell
25,071
-27
-0.1% -$875 0.35% 58
2024
Q3 		$777K Buy
25,098
+96
+0.4% +$2.86K 0.36% 59
2024
Q2 		$740K Sell
25,002
-258
-1% -$7.4K 0.37% 61
2024
Q1 		$751K Buy
25,260
+5,994
+31% +$180K 0.46% 56
2023
Q4 		$550K Buy
19,266
+1,142
+6% +$29.5K 0.38% 50
2023
Q3 		$440K Buy
18,124
+3,908
+27% +$94.9K 0.26% 52
2023
Q2 		$345K Buy
+14,216
New +$328K 0.2% 73

Other funds holding BUG

CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $2.1B AUM 70.99% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return